Author
@joinyellowbrick joinyellowbrick
Curates a firehose of global stock writeups, adds macro/factor frameworks and contrarian single-name theses
Runs Yellowbrick Investing, an aggregation service that surf
trader score
-0.23
hit rate
53%
mean α
-0.13%
signals 14d
30
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 19 scored bets: 53% hit rate, -0.13% mean alpha, trader score -0.23. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @joinyellowbrick | · | Strongly criticizes AI-stock pitches based on distant 2028 estimates. | · | tweet ↗ |
| 2026-10-15 | GME | @joinyellowbrick | +0.30 | Briefly celebrates a completed 20% GME gain. | -11.4% | tweet ↗ |
| 2026-10-14 | CLBT | @joinyellowbrick | +0.15 | Balances CLBT's cheap valuation and EBITDA raise against weaker ARR guidance, slower growth and CEO replacement. | · | tweet ↗ |
| 2026-10-13 | · | @joinyellowbrick | · | Sees turnaround signs despite falling revenue and losses, but the company is not identified. | · | tweet ↗ |
| 2026-10-13 | CDNL | @joinyellowbrick | -0.15 | Reports a major acquisition and questions market tolerance for CDNL's acquisition-led expansion strategy. | · | tweet ↗ |
| 2026-10-12 | · | @joinyellowbrick | · | Outlines bearish biotech and defense views plus selective opportunities in footwear and consumer staples. | · | tweet ↗ |
| 2026-10-12 | MRNA | @joinyellowbrick | -0.45 | Discloses being short MRNA and currently suffering losses. | -6.4% | tweet ↗ |
| 2026-10-12 | · | @joinyellowbrick | · | Dismisses Citrini and SemiAnalysis commentary about AI as unreliable. | · | tweet ↗ |
| 2026-10-12 | · | @joinyellowbrick | · | Calls the low-quality biotech rally irrational. | · | tweet ↗ |
| 2026-10-12 | APP | @joinyellowbrick | +0.15 | Balances APP's steep de-rating and growth strengths against earnings misses and adoption uncertainty. | -3.9% | tweet ↗ |
| 2026-10-12 | · | @joinyellowbrick | · | States a mildly constructive view that spot prices are not below term prices. | · | tweet ↗ |
| 2026-10-09 | FTAI | @joinyellowbrick | +0.65 | Bullish FTAI thesis cites MRO growth, Power upside, valuation, guidance and a large JV order. | -9.2% | tweet ↗ |
| 2026-10-09 | PPIH | @joinyellowbrick | +0.25 | Promotes paid write-ups from investors about six recent purchases. | · | tweet ↗ |
| 2026-10-09 | MTN | @joinyellowbrick | +0.25 | Promotes paid write-ups from investors about six recent purchases. | · | tweet ↗ |
| 2026-10-09 | TNIE.F | @joinyellowbrick | +0.25 | Promotes paid write-ups from investors about six recent purchases. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.